“Thank you for helping us create a national standard through the unique value of the Production Incentive Program.”-Custom Benefit Services
If you are a financial professional and are interested in implementing the Production Incentive Program into your local book of business the following items must be completed.
- Your Broker / Dealer approval
- Fee disclosure signed and fee paid in full
- PIP Training and Underwriting Guidelines
- Internet identity established
- T.I.P.S. Manual received
- PIP Marketing Platform and ordering procedures outlined
- Custom Benefit Services support process
Please contact Custom Benefit Services at pip@custombenefitservices.com for more information on how to get started and any potential training sessions currently available.